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This Guide describes how to set up HubSpot Integration with Wildix PBX. Other documentation: x-bees Admin Guide Created: November 2023 Permalink: https://wildix.atlassian.net/wiki/x/AYC4Eg |
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Introduction
HubSpot integration enables automatic logging of calls and conferences that take place on the Wildix system between users and HubSpot contacts.
Requirements
- x-bees-Standard license or higher
- Admin access to HubSpot account
Installation
- Go to WMS Settings -> PBX -> Integrations -> x-bees
Wildix Integration Hub opens
Click on HubSpot Automation:
- Click Install to proceed with the activation:
- Click Sign in and log in to your HubSpot account (Admin):
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Notes:
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For managing calls directly from HubSpot account, refer to a separate integration: HubSpot Integration User Guide. |
Logging activities
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activities
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- Create Task (To-Do/ Call/ Email)
- Log Activity (Call/ Email/ Meeting)
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Inbound and outbound calls via PBX and conferences are automatically logged for all HubSpot contacts that have a match and are displayed in HubSpot as completed tasks.
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The following activities are not logged automatically:
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Logging Scheduled Meetings
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Note:
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In case the meeting was rescheduled or cancelled, the changes are automatically synced to HubSpot:
Cancelled meetings are marked as closed.
Create a HubSpot contact
You can create a HubSpot contact in x-bees from a conversation or from a contact card.
- From a conversation
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- From a contact card
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Then, click Create Hubspot contact button at the bottom:
Fill out the fields and click Save:
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| Note: Email is a mandatory field when creating a HubSpot contact. |
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